David is the founder and Managing Director of Accelerate Financial with over 25 years’ experience in the financial services industry. He is responsible for leading the firm’s client acquisition efforts as well as managing operations. David is committed to building long-term relationships and helping individuals and their families achieve their own unique goals and objectives.
David is an Investment Advisor Representative with an extensive list of credentials, including Chartered Financial Consultant™ (ChFC®), Chartered Life Underwriter™ (CLU®), Retirement Management Analyst™ (RMA®), and Registered Health Underwriter™ (RHU®). David also holds a Massachusetts Life and Health license and is a FINRA Series 65 licensed professional.
Prior to Accelerate Financial, David gained experience at various financial firms including, Putnam Investments, JP Morgan Invest and Allianz. In 2013, David left to form Wealth & Retirement Design, a Registered Investment Advisor. To keep pace with the evolving industry, in 2015 the company’s name was changed to Accelerate Financial Group to better reflect a new identity.
Accelerate Financial employs passive and index strategies to construct investment asset allocations. To implement portfolios, we make use of DFA Funds, IShares, Vanguard Funds, ETFs, maturity laddered bond portfolios and other passive investment vehicles. Each client’s investment portfolio is designed and managed to meet their specific objectives, risk preferences, years to retirement, taxable exposure, total asset allocation and other factors. Pre-existing holdings may be incorporated and accounts not managed by AFG are included in planning the investment allocations.
Accelerate Financial’s business objectives are to offer disciplined, proven investment and retirement planning strategies, objective advice, and very low fees.
Accelerate Financial does not take custody of your funds. They are held at TD Ameritrade Institutional, the custodian who is insured by the SPIC and private insurance. All account assets are held in your name. Neither Accelerate Financial, nor the custodian firm can access or distribute funds from your account without your permission and knowledge.